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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,692 | $71,873-72.6% | $86,698-77.3% | $68,490-71.2% |
| Participation rate | 41.0% | 72.2%-31.3pp | 76.6%-35.6pp | 67.9%-26.9pp |
| Annual return | -14.91% | 3.54%-18.4pp | 35.96%-50.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $752 | $2,173-65.4% | $2,837-73.5% | $2,597-71.0% |
| Participant deferral / active EE | $1,004 | $3,779-73.4% | $4,656-78.4% | $4,028-75.1% |
| Admin fee / account holder | $7,154 | $6,110+17.1% | $7,492-4.5% | $5,403+32.4% |